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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,782 | $58,577-90.1% | $83,323-93.1% | $64,181-91.0% |
| Participation rate | 85.5% | 72.0%+13.4pp | 77.8%+7.7pp | 69.6%+15.9pp |
| Annual return | -13.60% | 9.65%-23.3pp | 10.63%-24.2pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,071 | $4,654-12.5% | $5,565-26.8% | $3,470+17.3% |
| Admin fee / account holder | $636 | $9,275-93.1% | $7,539-91.6% | $4,887-87.0% |